期權大單 | 電車概念股重挫,加息擔憂情緒令股指承壓
一、期權異動

10月10日,美股Nikola、Rivian、GM等標的出現了期權成交量上的較大變化,分別爲日常成交量的6.4、1.8、1.9倍。
蘋果公司將於10月27日公佈財報
消息面上,蘋果公司將於10月27日公佈財報。媒體調查顯示,60%的受訪者認爲蘋果至關重要。蘋果是標普500指數中權重最高的公司,人們認爲其將提供一系列經濟指標的變動線索,如消費者需求、供應鏈、美元飆升的影響以及利率上升。
不過,據10月8日的第三方渠道報價,剛剛發售的iPhone14 Plus大幅破發,低於官方價格400-1000元。美國銀行分析師Wamsi Mohan週一發表研報表示,由於與新冠疫情有關的影響,蘋果的iPad產品可能會在短期內面臨阻力。目前,該分析師予以蘋果評級爲“買入”,目標價爲160美元。
二、總成交量前10
美股週一收跌,對美聯儲激進加息的擔憂情緒令股指承壓。市場密切關注美股財報,在成本持續上升、利率上升擠壓需求、美元走強削減海外收入的情況下,投資者將依據財報判斷關於企業經營的任何線索。

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